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David Christopher Benfer

Veery Capital, Llc

Assets Managed
$372.324M
Holdings
100
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
14.18%(2Q avg: 7.13%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Veery Capital, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Veery Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 372.324M in assets, with a quarterly growth rate of 14.18% and a 2-quarter average growth rate of 7.13%. The portfolio is managed by David Christopher Benfer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 2.32%
12.57%
$46.773M
1.382M shares@ $33.84 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 2.38%
11.19%
$41.636M
1.196M shares@ $34.81 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 3.5%
10.37%
$38.607M
433,737 shares@ $89.02 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.18%
8.14%
$30.296M
139,016 shares@ $217.94 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 497.18%
8.03%
$29.891M
347,008 shares@ $86.14 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 4.41%
5.93%
$22.064M
300,556 shares@ $73.41 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 1.24%
5.73%
$21.303M
257,157 shares@ $82.85 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 1.14%
4.09%
$15.199M
41,562 shares@ $365.71 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 2.52%
3.76%
$13.979M
57,527 shares@ $243.0 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -2.45%
3.73%
$13.883M
143,750 shares@ $96.58 avg price

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